RB

Robert Joseph Bamberger

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
58 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$135.1M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.30%

Fees negotiable for accounts over $10,000,001. Higher fees of up to 1.5% may be charged to clients outside the St. Louis area or who request representation at out-of-town conferences.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Asset management fees are based on the market value of your assets. For example, the annual fee is 1.00% on the first $2,000,000, 0.75% on assets between $2,000,001 and $5,000,000, and 0.50% on assets between $5,000,001 and $10,000,000. Fees are negotiable for assets over $10,000,001. Higher fees of up to 1.5% may be charged to clients outside the St. Louis area or who request representation at out-of-town conferences. General consulting services are billed hourly, with the rate determined by the advisor's expertise.

Areas of Practice
Retirement PlanningEstate Planning
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Advisor Information

Office location

St Louis, MO

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is the president of Renaissance Realty Group, Inc., working as a real estate broker. This activity requires minimal time and is compensated with commissions.

Employment History
Current Registrations
The Stewardship Center, INC.
August 2003 - Present · 22 yrs 5 mos
Previous Registrations
Vestech Securities, INC.Broker
April 2017 - August 2017 · 4 mos
Forsyth Securites, INC.
February 2012 - December 2012 · 10 mos
Oakbridge Financial ServicesBroker
February 2012 - August 2016 · 4 yrs 6 mos
Saxony Securities, INC.Broker
December 2002 - January 2012 · 9 yrs 1 mo
Greystone Securities CorporationBroker
November 1999 - December 2002 · 3 yrs 1 mo
Ascend Financial Services, INC.Broker
August 1997 - November 1999 · 2 yrs 3 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.